Guiding the Next Generation
Lesjak Planning's Annual Management Program is designed for the next generation of individuals and families in the beginning or early stages of their financial journey. We help develop the initial financial road map and begin to build the financial foundation for your future.
Advice tailored to your stage in life
Your goals and objectives are unique to your situation, needs, and desires. We will work with and for you to best understand your goals, develop unbiased recommendations, and create a flexible, strategic financial plan.
A Personal Financial Website
serving as your financial home
Your Personal Financial Website will serve as the cornerstone for your program with Lesjak Planning. You will have easy, up-to-date access to all your financial accounts in one location along with updated reports and recommendations from our team of experts.
Bringing together the old world and the new
Current technologies allow for easier access, implementation, monitoring, and evaluation of financial planning and investment strategies than in the past. We also believe that the added value of a strong personal relationship cannot be replaced. We, as your planners, can leverage the latest technology and best practices to provide top quality advice that we feel is in your best interest.
Take advantage of our no obligation comparison between your current plan and the services we provide.
Please fill out as much of the following information as you are comfortable with so we may contact you to discuss your needs. Or, if you'd prefer, you can speak to us directly by calling 440.871.9500 or toll free 1.888.871.4820.
You can also download our Confidential Financial Planning Data Sheet, fill it out, and email it to LPC@LesjakPlanning.com.
It can also be faxed to: 440-871-3607
Or mailed to:
1991 Crocker Road, Suite 575
Westlake, Ohio 44145